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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,078 | $108,695-37.4% | $74,722-8.9% | $152,897-55.5% |
| Participation rate | 15.0% | 65.4%-50.4pp | 54.5%-39.5pp | 82.5%-67.5pp |
| Annual return | 18.66% | 114.11%-95.4pp | 753.11%-734.5pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $84 | $4,906-98.3% | $3,335-97.5% | $11,599-99.3% |